-4.9%
DOW vs AVAV
+59.2%
-64.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.5% | -12.3% | -3.4% |
| 7D | -9.5% | -10.6% | +1.1% | -8.1% |
| 30D | +13.1% | -18.8% | +31.9% | +16.3% |
| 3M | +4.8% | -34.1% | +38.9% | +10.9% |
| 6M | -16.7% | -35.3% | +18.7% | -13.1% |
| YTD | +38.9% | -53.4% | +92.3% | +50.1% |
| 1Y | +48.3% | -65.6% | +113.9% | +68.5% |
| 3Y | -24.4% | -5.1% | -19.3% | -35.7% |
| 5Y | -29.2% | +18.5% | -47.7% | -46.5% |
| All | -4.9% | +59.2% | -64.1% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling